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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-12-16 |
Branch Locations
2847 Smith Ave, Baltimore, MD 21209 • United States
8830 Stanford Blvd 3Rd Fl [M2-Rbo], Columbia, MD 21045 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 06/2018 | 12/2025 |
| Four Seasons Hotel And Resorts | Baltimore | MD | 05/2017 | 12/2019 |
| Jimmy Jazz | Catonsville | MD | 05/2016 | 12/2017 |
| Panera Bread | Baltimore | MD | 10/2016 | 05/2017 |
| Carmax | Laurel | MD | 01/2018 | 04/2018 |
| Clean Water Action | Baltimore | MD | 03/2017 | 04/2017 |
| Uber | Baltimore | MD | 04/2019 | 01/2020 |
| Instacart | Baltimore | MD | 05/2021 | 07/2021 |
| Bank Of America, N.A. | Hunt Valley | MD | 11/2021 | 12/2025 |
| Wells Fargo Bank, Na | Baltimore | MD | 12/2025 | Present |
| Wells Fargo Clearing Services, Llc | Baltimore | MD | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-31 |
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